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Pinnacle Wealth Planning Services’s Regency Centers REG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
1,274
+15
+1% +$1.18K 0.01% 858
2026
Q1 		$95.3K Sell
1,259
-6
-0.5% -$447 0.01% 827
2025
Q4 		$87.3K Buy
+1,265
New +$88.7K 0.01% 854
2021
Q1 		– Sell
-65
Closed -$3K – 1586
2020
Q4 		$3K Buy
+65
New +$2.8K ﹤0.01% 1848

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's REG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Regency Centers (REG) stake by 1.2% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,274 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #858.

Pinnacle Wealth Planning Services first reported a position in REG in Q4 2020 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,274 shares of Regency Centers worth $102K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 15 Regency Centers shares in Q2 2026, an estimated $1.18K.
  • Regency Centers made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #858 holding.
  • Pinnacle Wealth Planning Services first reported a position in Regency Centers in Q4 2020 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.